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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,168 | $48,011+146.1% | $63,803+85.2% | $82,637+43.0% |
| Participation rate | 54.1% | 66.6%-12.5pp | 72.7%-18.6pp | 68.1%-14.0pp |
| Annual return | 11.61% | 19.84%-8.2pp | 543.72%-532.1pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,610 | $1,904-15.4% | $2,532-36.4% | $2,552-36.9% |
| Participant deferral / active EE | $2,186 | $2,846-23.2% | $3,843-43.1% | $4,126-47.0% |
| Admin fee / account holder | $5,596 | $3,873+44.5% | $5,196+7.7% | $7,339-23.7% |